Joe DeLisi Financial
Practical and easy to digest financial information for individuals and small business owners that will ease your money worries.
Episodes
72 episodes
#73 Will High Rates and the Midterms Crash the Market
The emails and phone calls started with the same question: "Joe, is this time different?"Joe recorded this one on Thursday 24 September, with the screen red across the board. Treasury yields are high compared with the last decade, it's...
#71 The Biggest Mistake I see High Income People Making Today
What if one of the biggest mistakes high-income people are making with their money isn’t about investing at all, but taxes?Joe DeLisi explains why there’s a big difference between avoiding taxes and simply deferring them. While ta...
#70 Can AI Beat the Market
There are two questions buried inside this one, and they have opposite answers.Can AI invest better than a human? Yes. Easily. It has no emotion, and emotion is wheremost of the damage gets done. But there's a catch, and it's bigger...
#69 The Financial Tool People are Missing with Neal Brincefield
Almost nobody lies awake at night thinking about their rate of return. They lie awake asking one question: am I going to be okay?I've heard that question from clients for almost thirty years. Neal Brincefield RICP®, CLU®, ChFC®, CEx...
#68 Is Your Advisor the Weak Link
Your financial advisor should welcome tough questions. In this episode, Joe DeLisi shares the conversations every investor should have with their advisor—and explains why the answers matter more than many people realize.Beyond investment...
#67 Revisiting Predictions Regarding Tariffs
In a world where financial headlines change by the hour, it's easy to believe someone knows what's coming next. But what if they don't?In this episode, Joe DeLisi looks back at some of the biggest market predictions from the past year, i...
#66 Are Tech Stocks in Trouble
The biggest names in tech have fueled the market for years, but what happens when those stocks start falling? In this episode, Joe DeLisi examines whether recent declines in major technology companies are a warning sign or simply another remind...
#65 Did You Miss the Boat and SpaceX?
Did you miss the boat on SpaceX?After one of the most talked-about IPOs in recent memory, many investors are wondering whether they missed out on the next great opportunity. In this episode, Joe DeLisi explains why fear of missing out ca...
#64 The Non-Negotiables
Many investors spend their time worrying about the next market move. The more important question is whether they have a sound investment strategy in place.In this episode, Joe DeLisi shares the foundational principles that have guided hi...
#63 Joe's Investing Story
After nearly 30 years in the financial industry, Joe DeLisi reflects on the long path that shaped the way he invests client money today. In this episode, Joe shares how he entered the business with no finance background, the lessons he learned ...
#62 Nash Subotic: CEO of WestPac Wealth Partners
In this special episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, founder and CEO of Westpac Wealth. From humble beginnings in a small Hawaii office in 2008 to a national firm with 220 advisors, near...
#61 War in Iran, Hormuz and Your Portfolio
War in Iran, Strait of Hormuz Disruptions, and What It Means for Your PortfolioIn this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets have reacted so far. He shares...
#60 Young Adult Financial Series: Advising the Next Generation #2
Part 2 of the Next Generation series focuses on the financial decisions young adults are making right now, and the ones that matter most long term.Joe breaks down the habits, mindset, and common mistakes that can either set you ...
#59 The Risk of Individual Stocks
In this episode, Joe DeLisi revisits one of his most talked-about conversations, “The Worst Decision a Client Has Ever Made”—and addresses the surprising takeaway many listeners walked away with.If you’ve ever thought holdi...
#58 Young Adult Financial Series: Advising the Next Generation #1
Over the past several years, I’ve noticed something happening with many of my long-time clients.Their kids are growing up.The same families I’ve worked with for 20+ years now have sons and daughters in their early 20s—thinking abo...
#57 US and the Iranian Conflict
Tensions between the United States and Iran have resurfaced, and headlines are once again stirring uncertainty in global markets.In this episode, Joe breaks down what’s actually happening, what history tells us about geopolitical conflic...
#56 Why Cheap Indexing Isn't the Best
Is buying the cheapest index fund really the smartest move?It sounds logical. Low cost. Broad diversification. Simple.But investing isn’t just about cost, it’s about understanding where returns actually come from.In thi...
#55 For Business Owner Listeners
Business owners don’t need the same financial plan as employees, and pretending they do can cost you flexibility, taxes, and options down the road.In this episode, Joe DeLisi explains why traditional financial planning often fails entrep...
#54 2026 Midterm Elections
Every election cycle, I hear the same question:“Should I be worried about my investments because of what’s happening in politics?”In this episode, I walk through what actually matters, and what doesn’t, when it comes to poli...
#53 What Do Billionaires Worry About
What do billionaires actually worry about?It’s not what most people think.In this episode of the Joe DeLisi Financial Podcast, Joe breaks down the real concerns he sees among ultra-high-net-worth individuals—the issues that keep...
#52 The Worst Decision a Client Has Ever Made
In this episode, Joe walks through one of the biggest financial mistakes he’s ever seen a client make, a decision that looked harmless in the moment but carried massive long-term consequences. He breaks down what went wrong, why smart people ma...
#51 2026 Portfolio Prep and Predictions
Every year the “experts” scream crash, recession, empty shelves, and market meltdown, and every year they eat their words.What actually happened in 2025 after all the 50% plunge calls and tariff-doomsday headlines?Spoiler: the exact opp...
#50 Banks are Sitting on Massive Unrealized Losses
In this episode, Joe breaks down why U.S. banks are holding hundreds of billions in unrealized losses and why almost no one is talking about it. We cover what “unrealized losses” actually mean, how they happen, why interest rate mov...
#49 Super Smart People Can't Beat Markets
Everyone thinks the “super smart” people win in the market, until history shows they don’t. In this episode, Joe DeLisi reveals how Isaac Newton and Nobel Prize–winning economists fell for the same traps everyday investors face. If some of the ...
#48 Same Game, New Name: Wall Street’s Repeat Offense
Joe DeLisi reflects on 30 years in the investment world and the patterns that keep resurfacing — from the dot-com bubble to crypto and today’s AI hype. After attending a recent conference where “new” products sounded all too familiar, Joe break...